New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Assign Salesperson to Customer Ship-to Addresses

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 1.

The 25th of the new functionality in the Application section is assign salesperson to customer ship-to addresses.

Assign salespeople to the shipping location rather than the billing address to ensure accurate sales reports by reflecting the true geographical distribution of your sales. Assigning a salesperson to a customer’s ship-to address gives you more precise insights, optimizes resource allocation, and drives strategic growth in your business.

Enabled for: Users, automatically
Public Preview: Mar 2024
General Availability: Apr 2024

Feature Details

You can assign a salesperson on the Customer card page by choosing Customer, and then Ship-To Addresses to open the Ship-to Addresses List page. Choose Manage, and then Edit to open the Ship-to Address card page. Enter or choose a Salesperson Code to select the salesperson who is responsible for the customer’s ship-to address.

When you choose the Alternate Shipping Address option as a Ship-To location on a sales document, the Salesperson Code updates to match the salesperson from the Ship-To Address rather than the Bill-To Customer.

My Opinion

This would be useful for managing customer records where one customer card is used for multiple branches around the country which could have different salespeople assigned. Previously, you’d need to do some manual managing of data to make sure salespeople were correctly identified.